Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.97M Buy
2025
Q2
$887K Sell
2025
Q1
$921K Buy
2024
Q4
$416K Sell
2024
Q3
$631K Buy
2024
Q2
$551K Buy
2024
Q1
$423K Buy
2023
Q4
$388K Sell
2023
Q3
$284K Sell
2023
Q2
$3.58M Sell
2023
Q1
$3.67M Buy
2022
Q4
$3.81M Buy
2022
Q3
$3.53M Buy
2022
Q2
$3.43M Buy
2022
Q1
$3.25M Sell
2021
Q4
$3.23M Buy